SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.56B
1-Year Est. Return 28.7%
This Quarter Est. Return
1 Year Est. Return
+28.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$40.9M
3
+$40.7M
4
PM icon
Philip Morris
PM
+$37.9M
5
JPM icon
JPMorgan Chase
JPM
+$35.5M

Top Sells

1
+$20.3M
2
+$8.99M
3
+$8.32M
4
ANSS
Ansys
ANSS
+$5.21M
5
MELI icon
Mercado Libre
MELI
+$4.77M

Sector Composition

1 Healthcare 16.3%
2 Industrials 14.79%
3 Financials 12.51%
4 Utilities 10.01%
5 Technology 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$306K 0.01%
+8,075
552
$305K 0.01%
+3,300
553
$302K 0.01%
+29,842
554
$300K 0.01%
+118,647
555
$300K 0.01%
+8,300
556
$300K 0.01%
+5,175
557
$300K 0.01%
+8,736
558
$298K 0.01%
+44,867
559
$295K 0.01%
+6,800
560
$293K 0.01%
+4,800
561
$287K 0.01%
+18,204
562
$287K 0.01%
+2,473
563
$284K 0.01%
+3,300
564
$284K 0.01%
+42,041
565
$284K 0.01%
+17,691
566
$281K 0.01%
+5,103
567
$278K 0.01%
+16,955
568
$276K 0.01%
+81,771
569
$276K 0.01%
+20,940
570
$273K 0.01%
+3,080
571
$272K 0.01%
+34,262
572
$272K 0.01%
+25,991
573
$271K 0.01%
+46,998
574
$269K 0.01%
+47,399
575
$269K 0.01%
+8,626
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